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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (43722)	1/18/1999 7:55:00 AM
From: David Semoreson	Read Replies (1) of 132070

>>if you believe as I and anyone who is paying attention believes<< Channel inventory was static at 5 weeks (and company inventory down to 2 days), so even if that is a "stuffed" level, it made no contribution to this quarters performance. What are you "paying attention" to? >>Should Apple be priced at less than 15 times eps or 1 times sales? Yes, if you believe it is at peak eps and heading into a decline, as I do.<< Since you have made earnings estimates for Apple, please share some details so I can understand your specific position. What is your revenue estimate for new G3 Pro? new P1 product? QuickTime 4? OS X Server? What margin estimates going forward? Expenses? Use of cash? Do you expect them to miss estimates this quarter? Did you predict the last 5 quarters upside? ** David

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